Jeffrey Welch Email & Phone Number
Owner
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Jeffrey Welch Location
- New York, NY, US
Jeffrey Welch Work
- 2025 -now Owner @ Dakota Blue Farms LLC
- 2019 -now Senior Trading Specialist, Vice President @
- 2015 -now Founding Partner @ PW Property Management Services LLC
- 2013 -2019 Senior Trading Specialist, Vice President @ Tradition Asset Management
- 2012 -2013 Project Manager @ Tradition Asset Management
- 2010 -2013 Portfolio Administrator and Investment Operations @ Tradition Asset Management
- 2006 -2009 Financial Consultant and Wealth Manager @
Jeffrey Welch Education
- Rutgers University
Bachelor of Science (BS) (Economics)
2002-2006
Jeffrey Welch Skills
- FX trading
- Advent MOXY
- Sungard GMI
- DTCC
- Bloomberg Terminal
- Morningstar
- Microsoft Excel
- Advent AXYS
- Advent Portfolio Exchange
- Black Diamond Reporting
- eMoney
- ACT
- Series 7 & 6 - Expired 2011
- Axys
- Investment Strategies
- Finance
- Trading
- Financial Analysis
- Equities
- Fixed Income
- Wealth Management
- Risk Management
- Series 7 And 6
- Expired 2011
- Management
Jeffrey Welch Summary
- Jeffrey Welch, based in New York, NY, US, is currently a Owner at Dakota Blue Farms LLC. Jeffrey Welch brings experience from previous roles at Confidential Company, PW Property Management Services LLC and Tradition Asset Management. Jeffrey Welch holds a 2002 - 2006 Bachelor of Science (BS) in Economics @ Rutgers University. With a robust skill set that includes FX trading, Advent MOXY, Sungard GMI, DTCC, Bloomberg Terminal and more. Jeffrey Welch has 2 emails and 3 mobile phone numbers on RocketReach.
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