Tom Welsh's Location

Oakton, Virginia, United States

Tom Welsh's Work

  • Personal Financial Planning @ Pegasus Financial Group
  • Senior Vice President @ Partnersfirst Div of Western Alliance Bancorp
  • Vice President Global Accounts @ Unify

Tom Welsh's Education

  • The Wharton School

    Bachelor of Arts (Economics, Finance)

Tom Welsh's Skills

  • Estate Planning
  • Financial Services
  • Employee Benefits
  • Insurance
  • Retirement
  • Financial Risk
  • Retirement Planning
  • Portfolio Management
  • Tax
  • Asset Allocation

Tom Welsh's Summary

Tom Welsh, based in Oakton, Virginia, United States, is currently a Personal Financial Planning at Pegasus Financial Group, bringing experience from previous roles at Partnersfirst Div of Western Alliance Bancorp and Unify. Tom Welsh holds a Bachelor of Arts in Economics, Finance @ The Wharton School. With a robust skill set that includes Estate Planning, Financial Services, Employee Benefits, Insurance, Retirement and more, Tom Welsh contributes valuable insights to the industry. Tom Welsh has 2 emails on RocketReach.
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