Greg Welsh Email & Phone Number

AVP Investment Advisor @ Merrill Lynch

5 free lookup(s).

Greg Welsh Location

McKinney, TX, US

Greg Welsh Work

2022 - now AVP Investment Advisor @ Merrill Lynch
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2022 - 2022 Wealth Management Advisor @ THRIVENT FINANCIAL
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2006 - 2008 Arena - National Rep. @ Shelby Systems

2017 - 2021 Director Of Business Administration @ First Methodist Church Plano
2014 - 2017 Business Administrator @ First Denton
2008 - 2014 Business Administrator @ FBC McKinney
2000 - 2005 Exec. Director of Admin. Services and CFO @ Stonebriar Community Church
1990 - 2000 Business Administrator @ Kirk of the Hills, Presbyterian
1978 - 1982 General Manager @ Steak and Ale

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Greg Welsh Education

Oklahoma State University
1975 - 1978
John Marshall High School
1972 - 1973

Greg Welsh Skills

Asset Allocation
Portfolio Management
High Net Worth Individuals

Key Client Relationships
Equity Trading
Finance
Financial Services
Investments
Mutual Funds
Wealth Management

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Greg Welsh Summary

Greg Welsh, based in McKinney, TX, US, is currently a AVP Investment Advisor at Merrill Lynch. Greg Welsh brings experience from previous roles at Thrivent, Shelby Systems, First Methodist Church Plano and First Denton. Greg Welsh holds a 1975 - 1978 Oklahoma State University. With a robust skill set that includes Asset Allocation, Portfolio Management, High Net Worth Individuals, Key Client Relationships, Equity Trading and more. Greg Welsh has 5 emails and 2 mobile phone numbers on RocketReach.

Greg Welsh Emails

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Greg Welsh Phone Numbers

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