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Michael Welk Location
Gig Harbor, WA, US
Michael Welk Work
2015 -now Lead Advisor @ Brighton Jones
2003 -2015 Client Relationship Manager- Washington and Oregon @ Strategic Capital Group
2000 -2003 Portfolio Manager @ Laird Norton Trust Company
1998 -2000 Director @ Key Asset Management
1996 -1998 Client Services Consultant @ Frank Russell Company
1991 -1996 Portfolio Manager @
Michael Welk Education
Pacific Lutheran University
BA (Business Administration)
1986-1990
Michael Welk Skills
Investments
Equities
Portfolio Management
Asset Managment
Asset Allocation
Wealth Management
Relationship Mgmt
Investment Strategies
Asset Management
Alternative Investments
Retirement Planning
Business Development
Series 7
Investment Advisory
Financial Modeling
Relationship Management
Project Management
Sales
Investment Management
Michael Welk Summary
Michael Welk, based in Gig Harbor, WA, US, is currently a Lead Advisor at Brighton Jones. Michael Welk brings experience from previous roles at Strategic Capital Group, Laird Norton Trust Company, Key Asset Management and Frank Russell Company. Michael Welk holds a 1986 - 1990 BA in Business Administration @ Pacific Lutheran University. With a robust skill set that includes Investments, Equities, Portfolio Management, Asset Managment, Asset Allocation and more. Michael Welk has 2 emails and 1 mobile phone numbers on RocketReach.
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