Senior Vice President - Portfolio Manager @ (January 2009 - November 2018)
Wealth Management Advisor @ (March 1999 - January 2009)
Todd Welsh Education
University of Oklahoma
Todd Welsh Skills
Leadership
Marketing
Risk Management
Training
Wealth Management
Portfolio Management
Banking
Commercial Lending
Series 63
Investment Banking
Commercial Mortgages
Todd Welsh Summary
Todd Welsh, based in Tulsa, OK, US, is currently a Founder | Senior Partner at Scissortail Wealth Management. Todd Welsh brings experience from previous roles at UBS and Merrill Lynch. Todd Welsh holds a University of Oklahoma. With a robust skill set that includes Leadership, Marketing, Risk Management, Training, Wealth Management and more. Todd Welsh has 2 emails and 1 mobile phone numbers on RocketReach.
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