Tom Welsh Email & Phone Number
Senior Fiduciary Analyst @ CEFEX
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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 1 emails and 1 mobile phone numbers on RocketReach.
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Tom Welsh
Senior Fiduciary Analyst
Cleveland, OH, US
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Tom Welsh
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