John Welch Email & Phone Number
Financial Advisor @ Flagship Harbor Advisors
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John Welch Location
- Boston, MA, US
John Welch Work
- Financial Advisor @ (November 2023 - Present)
- Managing Partner @ Apex Financial Partners (February 2021 - December 2023)
- Senior Vice President @ Orion Portfolio Solutions (October 2019 - February 2021)
- Regional Vice President @ CLS Investments, LLC (July 2012 - October 2019)
- Senior Vice President Of Sales @ CLS Investments, LLC (July 2012 - October 2019)
- Regional Vice President @ (January 2006 - July 2011)
- Sr Product Manager @ (January 2004 - January 2006)
- AVP Sales Desk Manager @ (January 1997 - January 2004)
- Inner Circle Representative @ (December 1994 - March 1997)
John Welch Education
- The Wharton School
Certified Investment Management Analyst
2008-2009 - University of Maine
Business Management (Finance)
1989-1993
John Welch Skills
- Separately Managed Accounts
- Retirement Planning
- Investments
- Series 63
- Fixed Annuities
- Mutual Funds
- Asset Allocation
- ETFs
- Series 6
- Alternative Investments
- 401k
- CIMA
- Asset Managment
- Series 65
John Welch Summary
- John Welch, based in Boston, MA, US, is currently a Financial Advisor at Flagship Harbor Advisors. John Welch brings experience from previous roles at Apex Financial Partners, Orion Portfolio Solutions and CLS Investments, LLC. John Welch holds a 2008 - 2009 Certified Investment Management Analyst @ The Wharton School. With a robust skill set that includes Separately Managed Accounts, Retirement Planning, Investments, Series 63, Fixed Annuities and more. John Welch has 2 emails and 5 mobile phone numbers on RocketReach.
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