Rolf Welch Email & Phone Number
Relationship Manager @ Advyzon Investment Management, LLC. (AIM)
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Rolf Welch Location
- Richmond, VA, US
Rolf Welch Work
- Relationship Manager @ (December 2025 - Present)
- Senior Advisor @ (January 2024 - December 2025)
- Senior Sales Executive - CoStar Ten-X @ (January 2022 - January 2024)
- Account Manager @ (January 2018 - January 2022)
- Associate Director @ (January 2011 - January 2018)
- AIM Account Relationship Manager @ (January 2010 - January 2011)
- Operations Manager @ ZAN Partners (January 2009 - January 2010)
- Associate - Global Securities Services @ (January 2007 - January 2009)
- Capital Markets Intelligence - Team Leader @ (January 2002 - January 2007)
Rolf Welch Education
- Bucknell University
Bachelor of Arts - BA (Economics)
1995-1999 - Boston University
London Study Abroad Program (International Economics)
1997-1997
Rolf Welch Skills
- Account Management
- Asset Management
- Bloomberg
- Capital Markets
- Customer Relationship Management (CRM)
- ETFs
- Equities
- Financial Modeling
- Fixed Income
- Foreign Exchange (FX) Trading
- Hedge Funds
- Investment Banking
- Investments
- Management
- Margin Financing
- Mutual Funds
- Portfolio Management
- Sales Management
- Sales Operations
- Series 63
- Series 7
- Stock Lending
- Valuation
- Wealth Management
Rolf Welch Summary
- Rolf Welch, based in Richmond, VA, US, is currently a Relationship Manager at Advyzon Investment Management, LLC. (AIM). Rolf Welch brings experience from previous roles at Bracket Real Estate, Inc., Ten-X, Envestnet | MoneyGuide and UBS Investment Bank. Rolf Welch holds a 1995 - 1999 Bachelor of Arts - BA in Economics @ Bucknell University. With a robust skill set that includes Account Management, Asset Management, Bloomberg, Capital Markets, Customer Relationship Management (CRM) and more. Rolf Welch has 3 emails and 1 mobile phone numbers on RocketReach.
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Rolf Welch
Relationship Manager
Richmond, VA, US
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