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Matt Welsh Location
Philadelphia, PA, US
Matt Welsh Work
2014 -now Investor Services Manager @
2008 -2014 Managed Investments Institutional Relationship and Service Representative @
2007 -2007 Intern and Analyst @ Archway Insurance Services
2006 -2006 Intern and Project Manager @ The Filing Works
Matt Welsh Education
Gettysburg College
Bachelor of Arts (B.A.) (Business Management Major, Spanish Minor)
St. Joseph's Prep
Matt Welsh Skills
Microsoft Office
Investments
Relationship Management
Microsoft Excel
Separately Managed Accounts
Asset Management
Social Media
Finance
Customer Service
Financial Services
Securities
Mutual Funds
Matt Welsh Summary
Matt Welsh, based in Philadelphia, PA, US, is currently a Investor Services Manager at Aberdeen. Matt Welsh brings experience from previous roles at Pershing LLC, a BNY Mellon company, Archway Insurance Services and The Filing Works. Matt Welsh holds a Bachelor of Arts (B.A.) in Business Management Major, Spanish Minor @ Gettysburg College. With a robust skill set that includes Microsoft Office, Investments, Relationship Management, Microsoft Excel, Separately Managed Accounts and more. Matt Welsh has 1 emails and 2 mobile phone numbers on RocketReach.
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