Tom Welsh Location
- Cleveland, OH, US
Tom Welsh Work
- 2024 - now Senior Fiduciary Analyst @
- 2021 - 2024 Investment Relationship Manager @
- 2020 - 2021 AVP, Financial Advisor @
- 2019 - 2020 Financial Advisor @
- 2017 - 2019 Assistant Vice President, Internal Sales Consultant - DCIO at PNC Capital Advisors @
- 2015 - 2017 Financial Advisor @
- 2013 - 2015 Financial Specialist @
- 2011 - 2013 Licensed Relationship Manager @
- 2007 - 2011 Private Banking Relationship Manager @
- 2006 - 2007 Assistant Manager and Branch Business Banker @
- 2002 - 2006 Merchant Services Representative @
Tom Welsh Education
- Malone University
Bachelor of Arts (Organizational Management)
Tom Welsh Skills
- Leadership
- Management
- Portfolio Management
- Coaching
- Risk Management
- Loans
- Financial Services
- Corporate Finance
- Financial Modeling
- Business Valuation
- Mergers and Acquisitions
- Credit
- Financial Analysis
- Due Diligence
- Budget Forecasts
- Finance
- Credit Analysis
- Budget Models
- Variance Analysis
- Investments
- Private Equity
- Microsoft Office
- Valuation
- Capital Markets
- Restructuring
- Asset Backed Financing
- Structured Finance
- Litigation Consulting
- Strategic Planning
- Budgeting
- Financial Accounting
- Investment Banking
- Financial Structuring
- Debt Restructuring
- Microsoft Excel
- Excel models
- Bankruptcy Law
- Chapter 11
- Business Restructures
- Asset Backed Security
- Asset Backed Securitization
- Asset Backed Lending
- Management Consulting
- Strategic Consulting
- Project Management
- Performance Management
- Contingency Planning
- Contingency Management
Tom Welsh Summary
- Tom Welsh, based in Cleveland, OH, US, is currently a Senior Fiduciary Analyst at CEFEX. Tom Welsh brings experience from previous roles at American Endowment Foundation, Citizens Investment Services and PNC. Tom Welsh holds a Bachelor of Arts in Organizational Management @ Malone University. With a robust skill set that includes Leadership, Management, Portfolio Management, Coaching, Risk Management and more. Tom Welsh has 2 emails and 1 mobile phone numbers on RocketReach.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Tom Welsh?
Find contact details for 700 million professionals.
Others Named Tom Welsh
Tom Welsh
Senior Fiduciary Analyst
Cleveland, OH, US
Top CEFEX Employees
Tom Welsh
Senior Fiduciary Analyst
Cleveland, OH, US
Carlos Panksep
General Manager
Toronto, ON, CA
Saso Stefanovski
CEO
North Macedonia
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co