Stephen Welch Email & Phone Number
Managing Partner, Director of Corporate Retirement Solutions, Financial Advisor @ Crownmark Wealth Advisors
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Stephen Welch Location
- Atlanta, GA, US
Stephen Welch Work
- 2025 -now Managing Partner, Director of Corporate Retirement Solutions, Financial Advisor @
- 2014 -2025 First Vice President | Corporate Retirement Director | Financial Advisor @
- 2008 -2014 Financial Advisor, The Foote, Welch and Associates Advisory Team, Merrill Lynch Wealth Management @
- 2005 -2008 Independent Finance Broker @ Eclipse Group
- 2002 -2006 District Sales Manager @
- 1995 -2002 Branch Sales Manager @
Stephen Welch Education
- California University of Pennsylvania
(Pre Chiropractic Med)
1990-1992 - Gateway Sr. High School
College Prep (College Prep)
1985-1990
Stephen Welch Skills
- Microsoft Office
- Management
- Project Management
- Finance
- Customer Service
- Strategic Planning
- Financial Analysis
- Advisory
- Mutual Funds
- Corporate Finance
- Document Imaging
- Management Consulting
- Credit
- Alternative Investments
- Accounting
- Financial Reporting
- Internal Controls
- Auditing
- GAAP
- Financial Accounting
- Structural Firefighting
- Microsoft Excel
- General Ledger
- US GAAP
Stephen Welch Summary
- Stephen Welch, based in Atlanta, GA, US, is currently a Managing Partner, Director of Corporate Retirement Solutions, Financial Advisor at Crownmark Wealth Advisors. Stephen Welch brings experience from previous roles at Morgan Stanley, Merrill Lynch, Eclipse Group and Humanscale. Stephen Welch holds a 1990 - 1992 California University of Pennsylvania. With a robust skill set that includes Microsoft Office, Management, Project Management, Finance, Customer Service and more. Stephen Welch has 3 emails on RocketReach.
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