Heather Welsh Email & Phone Number
Senior Vice President, Wealth Planning Department Leader @ Sequoia Financial Group
5 free lookup(s).
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 1 mobile phone numbers on RocketReach.
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Top Sequoia Financial Group Employees
Ryan Heider
Vice President and Head of Strategic Initiatives
Cleveland, OH, US
Adam Hoffmann
Vice President, Portfolio Manager
Minneapolis, MN, US
Chris Creahan
Senior Vice President
Akron, OH, US
Gregory Robb
Senior Vice President, Financial Advisor
Akron, OH, US
Joseph Glick
Chief Operating Officer
Cleveland, OH, US
Matthew Dunn
Chief Compliance Officer
Cleveland, OH, US
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