Jack Welty Email
Senior Associate Advisor @ Allworth Financial
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Jack Welty Location
- Sacramento, CA, US
Jack Welty Work
- 2026 -now Senior Associate Advisor @
- 2024 -2026 Associate Wealth Advisor @
- 2023 -2024 Financial Planning Intern @
- 2023 -2023 Financial Planning Extern @
- 2020 -2023 President and Founder @ Loomis Basin Basketball Club
- 2018 -2022 Lead Trainer @
- 2021 -2022 Team Statistician for Men's Basketball @
Jack Welty Education
- California State University, Northridge
Bachelor of Science - BS (Student Finance Association-VP of Professional Development, Director of Meetings and Professional Outreach, Business Honors Association- Economics Tutor)
2022-2024 - Sierra College
Associate of Arts and Sciences - AAS (Business Administration and Economics)
2020-2022 - Del Oro High School
(National Honor Society Member, Varsity Basketball (2017-2019), Varsity Basketball Team Captain (2019), First Team All SFL (2019), Optimist All-Star Selection (2019))
2015-2019
Jack Welty Skills
- Relationship Building
- eMoney
- Tax Advisory
- Estate Planning
- Customer Relationship Management (CRM)
- Investment Planning
- Customer Service
- Business Relationship Management
- Microsoft Excel
- Statistical Data Analysis
- Scouting
- Data Entry
- Leadership
- Workplace Safety
- Coaching
- Time Management
- Adaptation
- Communication
- Team Management
- Budgeting
- Fundraising
- Writing
- Coach Training
- Financial Planning
- Investments
- Teaching
Jack Welty Summary
- Jack Welty, based in Sacramento, CA, US, is currently a Senior Associate Advisor at Allworth Financial. Jack Welty brings experience from previous roles at Allworth Financial, Amplified Planning and Loomis Basin Basketball Club. Jack Welty holds a 2022 - 2024 Bachelor of Science - BS in Student Finance Association-VP of Professional Development, Director of Meetings and Professional Outreach, Business Honors Association- Economics Tutor @ California State University, Northridge. With a robust skill set that includes Relationship Building, eMoney, Tax Advisory, Estate Planning, Customer Relationship Management (CRM) and more. Jack Welty has 2 emails on RocketReach.
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Jack Welty
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Jack Welty
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