Heather Welsh Email & Phone Number
Senior Vice President, Wealth Planning Department Leader @ Sequoia Financial Group
Heather Welsh's Location
Cleveland, OH, US
Heather Welsh's Work
- Senior Vice President, Wealth Planning Department Leader @ Sequoia Financial Group
- Vice President, Wealth Planning Department Leader @ Sequoia Financial Group
- Director, Wealth Planning @ Sequoia Financial Group
- Senior Manager, Wealth Planning @ Sequoia Financial Group
- Manager, Wealth Planning @ Sequoia Financial Group
- Financial Planner @ Sequoia Financial Group
- Associate Financial Planner @ Sequoia Financial Group
- Client Service Associate @ Sequoia Financial Group
Heather Welsh's 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's Skills
- Business Succession Planning
- Estate Planning
- Charitable Gift Planning
- Wealth Management
- Risk Management
- Analysis
Heather Welsh's Summary
Heather Welsh, based in Cleveland, OH, US, is currently a Senior Vice President, Wealth Planning Department Leader at Sequoia Financial Group, bringing experience from previous roles at Sequoia Financial Group. Heather Welsh holds a 2010 - 2012 Master of Science in Financial Services (MSFS) @ The American College. With a robust skill set that includes Business Succession Planning, Estate Planning, Charitable Gift Planning, Wealth Management, Risk Management and more, Heather Welsh contributes valuable insights to the industry. Heather Welsh has 1 email on RocketReach.
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Shaun Kapusinski
Senior Director, Technology at Sequoia Financial Group
Akron, Ohio, United States22 -
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