Heather Welsh Email & Phone Number
Senior Vice President, Wealth Planning Department Leader @ Sequoia Financial Group
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Heather Welsh Location
- Cleveland, OH, US
Heather Welsh Work
- 2024 -now Senior Vice President, Wealth Planning Department Leader @
- 2019 -2023 Vice President, Wealth Planning Department Leader @
- 2018 -2019 Director, Wealth Planning @
- 2014 -2018 Senior Manager, Wealth Planning @
- 2011 -2014 Manager, Wealth Planning @
- 2010 -2011 Financial Planner @
- 2007 -2010 Associate Financial Planner @
- 2007 -2007 Client Service Associate @
Heather Welsh Education
- The American College
Master of Science in Financial Services (MSFS)
2010-2012 - Mercyhurst University
Bachelor of Arts (B.A.) (Finance, Dance)
2003-2007 - Richmond, The American International University in London
Study Abroad (European Art & Architecture)
2006-2006
Heather Welsh Summary
- Heather Welsh, based in Cleveland, OH, US, is currently a Senior Vice President, Wealth Planning Department Leader at Sequoia Financial Group. Heather Welsh brings experience from previous roles at Sequoia Financial Group. Heather Welsh holds a 2010 - 2012 Master of Science in Financial Services (MSFS) @ The American College. Heather Welsh has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Sequoia Financial Group Employees
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