Katherine Welch's Location
White Plains, NY, US
Katherine Welch's Work
- Member @ American Association Of Daily Money Managers
- Small Business Owner @ KWD Personal Financial Concierge
- Small Business Owner @ KWD Executive Services
- Director, Separate Accounts @ Oppenheimer & Co. Inc.
Katherine Welch's Education
- New York University
Master of Arts - MA
2005 - 2008 - University of Delaware
Bachelor of Arts - BA
1998 - 2002
Katherine Welch's Skills
- Bookkeeping
- Cash Flow Analysis
- Asset Management
- Management
- Training
- Investments
- Asset Allocation
- Administrative Assistance
- Pre Tax Preperation
- Bill Paying
Katherine Welch's Summary
Katherine Welch, based in White Plains, NY, US, is currently a Member at American Association of Daily Money Managers, bringing experience from previous roles at KWD Personal Financial Concierge, KWD Executive Services and Oppenheimer & Co. Inc.. Katherine Welch holds a 2005 - 2008 Master of Arts - MA @ New York University. With a robust skill set that includes Bookkeeping, Cash Flow Analysis, Asset Management, Management, Training and more, Katherine Welch contributes valuable insights to the industry. Katherine Welch has 1 email on RocketReach.
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