Tom Welsh Email & Phone Number
Senior Fiduciary Analyst @ CEFEX
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Tom Welsh Location
- Cleveland, OH, US
Tom Welsh Work
- Senior Fiduciary Analyst @ (January 2024 - Present)
- Investment Relationship Manager @ (April 2021 - January 2024)
- AVP, Financial Advisor @ (October 2020 - March 2021)
- Financial Advisor @ (November 2019 - October 2020)
- Assistant Vice President, Internal Sales Consultant - DCIO at PNC Capital Advisors @ (September 2017 - November 2019)
- Financial Advisor @ (November 2015 - August 2017)
- Financial Specialist @ (August 2013 - November 2015)
- Licensed Relationship Manager @ (June 2011 - March 2013)
- Private Banking Relationship Manager @ (November 2007 - June 2011)
- Assistant Manager and Branch Business Banker @ (October 2006 - November 2007)
- Merchant Services Representative @ (September 2002 - June 2006)
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 1 emails and 1 mobile phone numbers on RocketReach.
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