Peter Welch Email & Phone Number
Executive Director and Wealth Advisor @ J.P. Morgan
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Peter Welch Location
- California, United States
Peter Welch Work
- Executive Director and Wealth Advisor @ (January 2026 - Present)
- Vice President and Wealth Advisor @ (July 2023 - January 2026)
- Vice President, Wealth Manager @ (February 2023 - July 2023)
- Associate Director, Associate Wealth Manager @ (February 2020 - February 2023)
- Senior Client Service Associate @ (February 2019 - February 2020)
- Registered Client Service Associate @ (July 2017 - February 2019)
- Charles Schwab Point of Contact @ (January 2016 - June 2017)
- Client Service Associate @ (July 2015 - June 2017)
- Account Executive @ (November 2014 - July 2015)
- President @ American Marketing Association: USF Chapter (May 2013 - May 2014)
- VP of Programs and Events @ American Marketing Association: USF Chapter (February 2013 - May 2013)
- Sales Intern @ (May 2013 - August 2013)
- Sales Associate @ (June 2011 - June 2012)
Peter Welch Education
- University of San Francisco
Bachelor of Business Administration (BBA) (Marketing)
2010-2014
Peter Welch Skills
- Financial Operations
- Customer Service
- Financial Services
- Marketing
- Marketing Strategy
- Marketing Communications
- Market Research
- Consumer Behaviour
- Microsoft Excel
- Microsoft Office
- PowerPoint
- Microsoft Word
- Teamwork
- Time Management
- Research
- Public Speaking
- Photoshop
- Lead Generation
- Analytics
- Sales
- Account Management
- Statistics
- Cold Calling
- PPC
- CRM
- Fire Spinning
- PPC Bid Management
- Email Marketing
- Management
- Event Planning
- Social Networking
Peter Welch Summary
- Peter Welch, based in California, United States, is currently a Executive Director and Wealth Advisor at J.P. Morgan. Peter Welch brings experience from previous roles at J.P. Morgan and First Republic Private Wealth Management. Peter Welch holds a 2010 - 2014 Bachelor of Business Administration (BBA) in Marketing @ University of San Francisco. With a robust skill set that includes Financial Operations, Customer Service, Financial Services, Marketing, Marketing Strategy and more. Peter Welch has 1 mobile phone numbers on RocketReach.
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