Doug P. Welch

Doug P. Welch

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Finance
Consumer Services

Profil

Mr. Doug P.
Welch
, Jr., is Regional Director at Quantitative Advantage LLC.
Prior to joining Quantitative Advantage, he had wealth of experience as a sales consultant focusing on helping financial advisors improve their fee-based business.
His primary responsibility is business development and relationship management throughout his region.
Previously, Mr. Welch was the National Sales Manager at The Institute for Wealth Management, where he was responsible for national distribution and sales.
He also served for a time as Western Regional Sales Manager for ING Advisors Network's broker-dealers, where he helped to educate advisors on sales ideas and techniques as well as improving and increasing their overall business.
Other past roles include Managing Partner of MSH Ventures, Inc., a boutique venture capital firm based in Washington D.C., Vice President and Western Regional Manager of Rorer Asset Management, LLC, and a consultant with Portfolio Management Consultants, prior to their merger with Envestnet.
Mr. Welch is a Certified Investment Management Analyst (CIMA) and has a Bachelor of Science degree in Environmental Sciences from the University of Colorado, Boulder.

Ehemalige bekannte Positionen von Doug P. Welch

UnternehmenPositionEnde
Vertrieb & Marketing 01.10.2013
Corporate Officer/Principal -
Corporate Officer/Principal -
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Ausbildung von Doug P. Welch

The University of Colorado Undergraduate Degree

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