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
- Senior Vice President, Wealth Planning Department Leader @ (January 2024 - Present)
- Vice President, Wealth Planning Department Leader @ (February 2019 - December 2023)
- Director, Wealth Planning @ (February 2018 - January 2019)
- Senior Manager, Wealth Planning @ (February 2014 - January 2018)
- Manager, Wealth Planning @ (August 2011 - January 2014)
- Financial Planner @ (July 2010 - July 2011)
- Associate Financial Planner @ (September 2007 - June 2010)
- Client Service Associate @ (June 2007 - September 2007)
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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