Kelly Welch Email & Phone Number
Vice President, Wealth Advisor, CFP @ Girard, a Univest Wealth Division
Kelly Welch's Location
Broomall, PA, US
Kelly Welch's Work
- Vice President, Wealth Advisor, CFP @ Girard, a Univest Wealth Division
- Wealth Advisor Associate @ Girard, a Univest Wealth Division
- Portfolio Analyst @ Girard, a Univest Wealth Division
- Analyst Intern @ Girard, a Univest Wealth Division
- Municipal Analyst Intern @ Schroders
Kelly Welch's Education
- West Chester University
Bachelor Of Science (Finance)
2010 - 2014
Kelly Welch's Skills
- Microsoft Excel
- Bonds
- PowerPoint
- Databases
- Bloomberg
- Microsoft Word
- Microsoft Office
- Fixed Income
- Investments
- Portfolio Management
Kelly Welch's Summary
Kelly Welch, based in Broomall, PA, US, is currently a Vice President, Wealth Advisor, CFP at Girard Partners, a Univest Wealth Management Firm, bringing experience from previous roles at Girard Partners, a Univest Wealth Management Firm and Schroders. Kelly Welch holds a 2010 - 2014 Bachelor Of Science in Finance @ West Chester University. With a robust skill set that includes Microsoft Excel, Bonds, PowerPoint, Databases, Bloomberg and more, Kelly Welch contributes valuable insights to the industry. Kelly Welch has 1 email and 1 mobile phone number on RocketReach.
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