Rick Welch Email & Phone Number
President, Wealth Advisor and Chief Investment Officer @ Academy Wealth Advisers
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Rick Welch Location
- Doylestown, PA, US
Rick Welch Work
- President, Wealth Advisor and Chief Investment Officer @ (July 2011 - Present)
- Private Investor @ Private Investor (January 1995 - January 2011)
- President and Shareholder @ Minuteman Lubricants (January 1991 - January 1995)
- Director and Shareholder @ Consep Membranes (January 1991 - January 1994)
- Shareholder @ Pine Grove Landfill (January 1986 - January 1990)
- Cofounder and Shareholder @ RIMIRO Corporation (January 1986 - January 1990)
- Captain @ (January 1981 - January 1986)
Rick Welch Education
- Temple University
Master of Science (M.S.) (Finance)
2006-2010 - University of Southern California
Master of Science (M.S.) (Systems Management)
1983-1985 - United States Naval Academy
Bachelor of Science (B.S.)
1977-1981
Rick Welch Skills
- Portfolio Management
- Investments
- Investment Advisory
- Risk Management
- Asset Allocation
- Investment Banking
- Finance
- Asset Managment
- Financial Modeling
- Strategic Planning
- Managerial Finance
- Process Improvement
- New Business Development
- Change Management
- Team Building
- Financial Analysis
- Asset Management
- Leadership
- Entrepreneurship
- Strategy
- Start-ups
- Management Consulting
- Due Diligence
- Business Development
- Securities
- Financial Advisory
- Equities
- Alternative Investments
- Investment Management
- Wealth Management
- Banking
- Mutual Funds
- Strategic Financial Planning
- Series 63
- Executive Management
- Financial Services
- Venture Capital
- Litigation
- Start Ups
- Microsoft Office
- Customer Service
Rick Welch Summary
- Rick Welch, based in Doylestown, PA, US, is currently a President, Wealth Advisor and Chief Investment Officer at Academy Wealth Advisers. Rick Welch brings experience from previous roles at Private Investor, Minuteman Lubricants, Consep Membranes and Pine Grove Landfill. Rick Welch holds a 2006 - 2010 Master of Science (M.S.) in Finance @ Temple University. With a robust skill set that includes Portfolio Management, Investments, Investment Advisory, Risk Management, Asset Allocation and more. Rick Welch has 3 emails and 2 mobile phone numbers on RocketReach.
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