Director, Financial Products @ (March 2022 - December 2022)
Co-Founder and CEO @ Ikos Holdings, Inc. (March 2016 - February 2022)
Co Founder @ (June 2014 - February 2016)
Founder and Manager @ Simple Money, LLC (January 2006 - January 2014)
Founder and Manager @ Simple Money, LLC (January 2006 - December 2014)
Financial Analyst @ (July 2011 - July 2013)
Summer Intern @ (June 2010 - August 2010)
Steven Welles Education
University of Rochester
Bachelor's Degree (Financial Economics (H.) and Mathematics)
2007-2011
Steven Welles Skills
Valuation
Bloomberg
Financial Analysis
Financial Modeling
Data Analysis
PowerPoint
Microsoft Excel
Business Development
Research
Strategy
Project Management
Steven Welles Summary
Steven Welles, based in Pittsburgh, PA, US, is currently a Managing Director, Software at Innovation Works. Steven Welles brings experience from previous roles at Gridwise, Homeward, Ikos Holdings, Inc. and Omicelo. Steven Welles holds a 2007 - 2011 Bachelor's Degree in Financial Economics (H.) and Mathematics @ University of Rochester. With a robust skill set that includes Valuation, Bloomberg, Financial Analysis, Financial Modeling, Data Analysis and more. Steven Welles has 2 emails and 1 mobile phone numbers on RocketReach.
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