2020 -
now Managing Director I Retirement and Wealth @
2019 -
now Vice President Qualified Plans @
2010 -
2018 Vice President and Managing Principal @
2009 -
2010 Managing Director @ Pulse Logic
2008 -
2009 Western Divisional Sales Director @
1998 -
2008 Senior Vice President @
Peter Welsh Education
Indiana University Robert H. McKinney School of Law
JD (Tax and Business Law)
1991
-
1994
University of Notre Dame - Mendoza College of Business
BBA (Finance)
1984
-
1988
Peter Welsh Skills
Retirement Services
Executive Management
401k
Investments
Sales Management
Strategic Planning
Private Piloting
Financial Services
Multiple Employer Plans
Asset Allocation
401(k) Retirement Savings Plans
Business Strategy
Financial Advisory
Instrument Rated Pilot
Management
Investment Advisory
Insurance
Retirement
Mutual Funds
Pensions
Retirement Planning
Series 63
Series 7
Wealth Management
Software Development
Strategy
Public Speaking
401K Retirement Savings Plans
401 Retirement Savings Plans
Peter Welsh Summary
Peter Welsh, based in Indianapolis, IN, US, is currently a Managing Director I Retirement and Wealth at Inspira Financial. Peter Welsh brings experience from previous roles at JarredBunch Consulting, LLC, OneAmerica Retirement Services, Pulse Logic and Lincoln Financial Distributors. Peter Welsh holds a 1991 - 1994 JD in Tax and Business Law @ Indiana University Robert H. McKinney School of Law. With a robust skill set that includes Retirement Services, Executive Management, 401k, Investments, Sales Management and more. Peter Welsh has 3 emails and 2 mobile phone numbers on RocketReach.
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