Team Lead - Customer Success Management @ (March 2018 - February 2019)
Senior Customer Success Manager @ (October 2017 - March 2018)
Customer Success Manager @ (June 2016 - October 2017)
Investment Associate @ (October 2014 - May 2016)
GOLD Program - Investments Track @ (August 2013 - October 2014)
Pension Fund Analyst @ (August 2011 - July 2013)
Manager @ Kam's Bar (January 2008 - July 2011)
Summer Intern @ (May 2010 - August 2010)
Landscaper @ (May 2008 - August 2008)
Joe Welsch Education
The University of Chicago Booth School of Business
Master of Business Administration - MBA
2021-2023
University of Illinois Urbana-Champaign
Bachelor's degree (Economics)
2007-2011
Nazareth Academy 2003-2007
Joe Welsch Skills
Change Readiness
Training Delivery
Software Lifecycle
Web Presentations
Go-to-Market Strategy
Sales Enablement
Program Management
Employee Learning & Development
Cross-functional Team Leadership
Customer Success
CFA Level II Candidate
Equities
Alternative Investments
Human Resources
Leadership
Customer Service
Fixed Income
Credit
Chartered Financial Analyst
Investments
Marketing
Mutual Funds
Portfolio Management
Public Speaking
Improv
Organizational Leadership
Talent Management
Diversity & Inclusion
Strategic Human Resource Planning
Global Talent Acquisition
Human Resources (HR)
Employee Relations
Wealth Management
Joe Welsch Summary
Joe Welsch, based in Chicago, IL, US, is currently a Vice President, Strategic Account Executive at Morningstar. Joe Welsch brings experience from previous roles at Morningstar. Joe Welsch holds a 2021 - 2023 Master of Business Administration - MBA @ The University of Chicago Booth School of Business. With a robust skill set that includes Change Readiness, Training Delivery, Software Lifecycle, Web Presentations, Go-to-Market Strategy and more. Joe Welsch has 2 emails and 1 mobile phone numbers on RocketReach.
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